Quote Manager CPQ for Microsoft Dynamics 365 is now available in にほんご (Japanese).Let's have a quick look! Product Search Price Management Quote Document Quote DocumentBeyond standard English and European languages such as French, Italian, Spanish, German, Dutch, Swiss etc… Our system also supports different forms of languages –...
Following our previous article on How to Build a Quote in Dynamics 365, this time, we will explore the CPQ functionality of Quote Manager. Table of Contents Introduction Quote Manager CPQ allows users to configure complex products, offering different product choices where appropriate and suggesting Up-Sell / Cross-Sell...
We have teamed up with Yak Chat to deliver solutions in Teams, Dynamics and Power Apps using their TEXTing platform. YakChat is the only native SMS texting platform for Microsoft Teams in the world. They are a tech pioneer in the vanguard of 2-way SMS functionality...
Easy & Quick way to create a Lease Quote CPQ in Microsoft Dynamics 365 Quote Manager CPQ for Microsoft Dynamics 365 has a lease calculator within the quote grid to calculate the monthly lease price based on input parameters i.e interest rate, deposit amount, residual value,...
Nowadays, it seems that almost everyone is on social media, so many businesses are also shifting their marketing focus to social media. But not many really know how best to use it....
There are some important differences between the sales process and sales methodology. We examine what these differences are and how these differences effect the value sales teams can get from using Microsoft Dynamics. ...
Quote Manager is a flexible and easy to use Quoting environment natively built in Dynamics 365. Quote Manager gives the salesperson the ability to generate the quote as quickly as they would in EXCEL whilst keeping all the data in the Dynamics 365 system....
Quote Revision Quote revisions should be used when the quote is for the same customer/prospect where the existing quote requires minor modifications e.g. add or delete a product or change one or more of the quote line details. If there are major changes required or, if...
When you have a success, however big or small, you need to review it and see how you can improve for next time.Have you just won a big new contract, taken a great order, or had the best quarter/year of your business? Maybe you haven't...
6 Strategies to improve your Sales Velocity Sales velocity is similar in concept to any other type of velocity measurement. In a car, velocity is a measure of its speed i.e. miles per hour. Sales Velocity measures and predicts the “£’s per day” – how much...